Copia Wealth Management Spdr Portfolio S&P 500 Value E Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Copia Wealth Management holds 73,875 shares of SPYV stock, worth $3.61 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
73,875
Previous 72,914
1.32%
Holding current value
$3.61 Million
Previous $3.73 Billion
1.18%
% of portfolio
3.49%
Previous 3.55%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,089Shares Held
458MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.82 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.02 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$994 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$848 Million9.72% of portfolio
-
Horizon Financial Services, LLC16.2MShares$790 Million7.33% of portfolio